Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Nagpur District; On-site; INR 1,500,000 - 2,400,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Relationship Manager to acquire affluent and super-affluent clients, manage their portfolios, and drive AUM growth. You will design financial plans, deliver optimal advice, and coordinate with product and research teams to execute opportunities.

Ideal candidates have 3–4 years of stability in related roles, strong client-facing skills, and the ability to work in a team-oriented private bank/wealth management setting.

Qualifications

• Experience advising HNW clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Minimum 3–4 years of stable work tenure in related roles.

Responsibilities

• Acquire affluent & super-affluent clients and deepen wallet share.
• Maintain relationships and generate AUM across MF, PMS, structured products.
• Advise clients on investments and coordinate with product/research teams.

Skills

High Net Worth

AUM growth

Client relationship management

Team collaboration

Job description

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

Selling of products: Mutual Funds, PMS, Structured Products.

Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

Experience of advising clients across asset classes.

Strong analytical skills and ability to work in teams.

Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.

Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

Track the Affluent & Super Affluent Client segment in the market for new client acquisition

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.

To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

To conduct and assist in organizing seminars, workshops and other business development activities.

For further queries or assistance kindly contact on [e-mail] or WhatsApp on 9819864010.